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Wealth Management Morning Memo

MARCH 22, 2021

TECHNOLOGY

What Advisors Need To Know About NFTs

Samuel Steinberger

From Lindsey Lohan to Elon Musk to Beeple, non-fungible tokens are a multimillion dollar business—for now.

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TECHNOLOGY

Aidentified May be Prospecting's Holy Grail

Davis Janowski

Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.

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INDUSTRY

Wealth Management Deals of the Week

Asia Martin

The mergers, acquisitions and advisor moves that occurred the week of March 15, 2021.

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BUSINESS PLANNING

What M&A Is Like on the Inside

Noreen D. Beaman

Lessons learned from Brinker Capital's merger with Orion Advisor Solutions.

FULL ARTICLE